Global Demand Destruction: Subsidies, Empty Gas Stations, Rationing, Flight Cancelations, Export Limits, Price Controls

No Kings - Except Moloch And Marx And Everyone Else Authored by Anthony Esolen via American Greatness, No kings? But millions of little queens of both sexes, tyrants in both public and private life, who would make sure, if they were in the position to do so, that I would pay dearly for the very sentence I am writing right now; who police both what you say and what you would very much like to be left alone not to say; who use exceptional cases to justify surveillance over people who...

The Apple AI Strategy: Discipline Over Hype Authored by Michael Lebowtiz via RealInvestmentAdvice.com, While tech giants invest billions in AI, Apple executives are quietly sitting on their hands and a mountain of cash. Given the massive growth in AI investments, as shown in the graphs below, executives of leading companies at the forefront of AI development must be ecstatic about the prospect of AI significantly boosting their bottom lines. The puzzling question, however, is why Apple isn’t following suit. Or could they be taking a different approach to winning the AI arms...

Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance As we discussed extensively in our preview, besides the Q1 revenue and guidance ($82BN+ and $90BN whisper respectively), Wall Street was expecting to get more color on the following topics during today's call and Q&A: Potential for increased shareholder cash returns, Vera Rubin ramp timing (2H 26E), Gross margin durability (~75% amidst continued memory/other cost inflation), Update to the $1 Trillion 25-27 forecast, esp. contribution from LPU racks, CPU and Vera Rubin Ultra, not included before Potential upside from agentic AI to the server CPU...